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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,117 | $124,175-94.3% | $108,405-93.4% | $167,553-95.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 23.34% | 1380.13%-1356.8pp | 905.55%-882.2pp | 478.89%-455.6pp |
| Employer contribution / active EE | $858 | $4,188-79.5% | $3,559-75.9% | $4,840-82.3% |
| Participant deferral / active EE | $2,938 | $6,908-57.5% | $6,563-55.2% | $6,343-53.7% |
| Admin fee / account holder | $14 | $9,457-99.9% | $7,297-99.8% | $12,316-99.9% |